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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,700 | $45,602-6.4% | $117,533-63.7% | $66,938-36.2% |
| Participation rate | 68.5% | 57.6%+10.9pp | 70.6%-2.1pp | 69.8%-1.3pp |
| Annual return | -14.69% | -16.74%+2.0pp | 29.77%-44.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,057 | $1,579+30.3% | $4,179-50.8% | $2,545-19.2% |
| Participant deferral / active EE | $4,743 | $2,845+66.7% | $4,072+16.5% | $4,238+11.9% |
| Admin fee / account holder | $101 | $661-84.8% | $5,647-98.2% | $594-83.0% |